GWPAX vs. RGAGX
Compare and contrast key facts about American Funds Growth Portfolio Class A (GWPAX) and American Funds The Growth Fund of America Class R-6 (RGAGX).
GWPAX is managed by American Funds. It was launched on May 18, 2012. RGAGX is managed by American Funds. It was launched on Dec 1, 1973.
Performance
GWPAX vs. RGAGX - Performance Comparison
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GWPAX vs. RGAGX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
GWPAX American Funds Growth Portfolio Class A | -5.63% | 20.47% | 20.17% | 28.76% | -26.97% | 18.59% | 25.34% | 27.19% | -6.59% | 25.12% |
RGAGX American Funds The Growth Fund of America Class R-6 | -7.99% | 20.08% | 28.41% | 37.66% | -30.53% | 19.67% | 38.30% | 29.22% | -2.88% | 26.53% |
Returns By Period
In the year-to-date period, GWPAX achieves a -5.63% return, which is significantly higher than RGAGX's -7.99% return. Over the past 10 years, GWPAX has underperformed RGAGX with an annualized return of 11.87%, while RGAGX has yielded a comparatively higher 14.74% annualized return.
GWPAX
- 1D
- 3.37%
- 1M
- -6.92%
- YTD
- -5.63%
- 6M
- -3.30%
- 1Y
- 19.12%
- 3Y*
- 17.31%
- 5Y*
- 7.65%
- 10Y*
- 11.87%
RGAGX
- 1D
- 3.55%
- 1M
- -6.32%
- YTD
- -7.99%
- 6M
- -7.03%
- 1Y
- 17.19%
- 3Y*
- 20.63%
- 5Y*
- 9.29%
- 10Y*
- 14.74%
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GWPAX vs. RGAGX - Expense Ratio Comparison
GWPAX has a 0.73% expense ratio, which is higher than RGAGX's 0.30% expense ratio.
Return for Risk
GWPAX vs. RGAGX — Risk / Return Rank
GWPAX
RGAGX
GWPAX vs. RGAGX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for American Funds Growth Portfolio Class A (GWPAX) and American Funds The Growth Fund of America Class R-6 (RGAGX). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
| GWPAX | RGAGX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.05 | 0.86 | +0.19 |
Sortino ratioReturn per unit of downside risk | 1.60 | 1.37 | +0.24 |
Omega ratioGain probability vs. loss probability | 1.23 | 1.20 | +0.03 |
Calmar ratioReturn relative to maximum drawdown | 1.65 | 1.29 | +0.36 |
Martin ratioReturn relative to average drawdown | 6.68 | 4.90 | +1.78 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| GWPAX | RGAGX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.05 | 0.86 | +0.19 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.42 | 0.46 | -0.04 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.66 | 0.75 | -0.09 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.68 | 0.80 | -0.12 |
Correlation
The correlation between GWPAX and RGAGX is 0.98, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Dividends
GWPAX vs. RGAGX - Dividend Comparison
GWPAX's dividend yield for the trailing twelve months is around 6.09%, less than RGAGX's 11.95% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
GWPAX American Funds Growth Portfolio Class A | 6.09% | 5.75% | 5.83% | 1.61% | 9.94% | 3.42% | 3.42% | 5.77% | 6.19% | 3.39% | 4.36% | 4.84% |
RGAGX American Funds The Growth Fund of America Class R-6 | 11.95% | 10.99% | 9.29% | 7.70% | 4.44% | 8.49% | 4.57% | 7.93% | 12.36% | 7.34% | 6.95% | 9.22% |
Drawdowns
GWPAX vs. RGAGX - Drawdown Comparison
The maximum GWPAX drawdown since its inception was -34.15%, smaller than the maximum RGAGX drawdown of -36.19%. Use the drawdown chart below to compare losses from any high point for GWPAX and RGAGX.
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Drawdown Indicators
| GWPAX | RGAGX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -34.15% | -36.19% | +2.04% |
Max Drawdown (1Y)Largest decline over 1 year | -11.78% | -13.71% | +1.93% |
Max Drawdown (5Y)Largest decline over 5 years | -34.15% | -36.19% | +2.04% |
Max Drawdown (10Y)Largest decline over 10 years | -34.15% | -36.19% | +2.04% |
Current DrawdownCurrent decline from peak | -8.81% | -10.64% | +1.83% |
Average DrawdownAverage peak-to-trough decline | -5.77% | -5.53% | -0.24% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.91% | 3.62% | -0.71% |
Volatility
GWPAX vs. RGAGX - Volatility Comparison
American Funds Growth Portfolio Class A (GWPAX) and American Funds The Growth Fund of America Class R-6 (RGAGX) have volatilities of 6.61% and 6.74%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| GWPAX | RGAGX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.61% | 6.74% | -0.13% |
Volatility (6M)Calculated over the trailing 6-month period | 11.28% | 12.12% | -0.84% |
Volatility (1Y)Calculated over the trailing 1-year period | 18.89% | 21.00% | -2.11% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 18.17% | 20.23% | -2.06% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 17.95% | 19.64% | -1.69% |